+84.8%
MRK vs UAL
+5.0%
+79.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.4% |
| 7D | +1.3% | +0.7% | +0.6% | +1.3% |
| 30D | +17.1% | -16.1% | +33.2% | +18.1% |
| 3M | +25.9% | +6.1% | +19.8% | +25.1% |
| 6M | +26.8% | +10.8% | +16.0% | +25.1% |
| YTD | +44.9% | -0.4% | +45.3% | +42.3% |
| 1Y | +84.8% | +5.0% | +79.8% | +76.5% |
| All | +84.8% | +5.0% | +79.9% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling